← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
651	Edgewood Management Greenwich, Connecticut	$740K	$0	1	0%	Maintained
652	RIM Rampart Investment Management Hartford, Connecticut	$736K	+$586K	1	0.26%	Increased
653	AP Advisor Partners Walnut Creek, California	$732K	+$26.1K	1	0.17%	Increased
654	Fifth Third Bancorp Cincinnati, Ohio	$723K	-$47.1K	3	0.01%	Reduced
655	FC FIC Capital New York	$713K	+$6.97K	1	0.29%	Increased
656	CIM CIM Investment Management Pittsburgh, Pennsylvania	$707K	-$10K	1	0.25%	Reduced
657	SEC Seven Eight Capital New York	$702K	+$56.5K	1	0.1%	Increased
658	PIM Parker Investment Management Menlo Park, California	$698K	+$1.57K	1	0.35%	Increased
659	Marshall Wace London, United Kingdom	$696K	-$1.24M	1	0.03%	Reduced
660	PC Pier Capital Stamford, Connecticut	$690K	-$12.7K	1	0.12%	Reduced
661	WP WealthSource Partners San Luis Obispo, California	$685K	+$72.6K	1	0.23%	Increased
662	Douglass Winthrop Advisors New York	$656K	+$54K	1	0.04%	Increased
663	NB Nicolet Bankshares Green Bay, Wisconsin	$656K	-$102K	1	0.31%	Reduced
664	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$650K	$0	1	0.04%	Maintained
665	SM SG3 Management Dorado, Puerto Rico	$650K	+$653K	1	0.16%	New
666	EFS Essex Financial Services Essex, Connecticut	$643K	+$16.5K	2	0.14%	Increased
667	MCTIC MacGuire Cheswick & Tuttle Investment Counsel Darien, Connecticut	$642K	+$173K	1	0.13%	Increased
668	BWM Bernicke Wealth Management Altoona, Wisconsin	$641K	-$60.7K	1	0.51%	Reduced
669	TC Telemus Capital Southfield, Michigan	$639K	+$591K	1	0.06%	New
670	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$637K	-$26.1K	1	0.71%	Reduced
671	Tokio Marine Asset Management Tokyo, Japan	$637K	-$209K	1	0.09%	Reduced
672	4IG 440 Investment Group Overland Park, Kansas	$636K	+$588K	1	0.51%	New
673	Steward Partners Investment Advisory New York	$625K	+$105K	2	0.07%	Increased
674	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$624K	+$525K	3	0.07%	Increased
675	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$619K	+$573K	1	0.14%	New